Sustainable Investment Funds

Morningstar defines a strategy as a “Sustainable Investment” if it is described as focusing on sustainability, impact, or environmental, social, and governance (ESG) factors in its prospectus or other regulatory filings. This classification does not measure how Morningstar rates the effectiveness of the fund’s sustainable strategy. Instead, it reflects the fund’s stated objectives.

Use this screener tool to find funds that meet your ESG criteria.

Fund Name
Morningstar Category
Sustainable Investment
Sustainability Rating
Low Carbon Designation
Representative Cost
Morningstar Rating for Funds
JPMorgan Funds - Aggregate Bond Fund A (acc) - USD Global Diversified Bond - USD Hedged No 0.92
Manulife Asia Pacific Bond Fund-A(TWD) Asia Bond No No 1.18
Yuanta India India Equity No No 2.27
First Eagle Amundi International Fund Class IHE-C Shares EUR Aggressive Allocation - Global No No 1.55
FSSA Asian Growth Fund Class IV (Accumulation) USD Asia ex-Japan Equity No Yes 1.75
Manulife Asia Pacific Bond Fund-A(TWD) Asia Bond No No 1.18
BlackRock Global Funds - Global Allocation Fund A2 AUD Hedged Other Allocation No No 1.77
UBS (Lux) Equity SICAV - USA Growth (USD) I-A1-acc US Large-Cap Growth Equity No Yes 0.73
Yuanta Emerging Asia Fund Asia ex-Japan Equity No Yes 2.42
Eurizon Fund - Equity Emerging Markets Smart Volatility Class Unit R2 USD Accumulation Global Emerging Markets Equity No No 1.74
GAM Star Fund plc - GAM Star European Equity Class Institutional EUR Accumulation Europe Large-Cap Growth Equity No No 0.94
Templeton Asian Bond Fund Z(acc)USD Asia Bond - Local Currency No Yes 1.16
Franklin Mutual Global Discovery Fund Z(acc)USD Global Large-Cap Value Equity No No 1.31
Franklin Mutual European Fund Z(acc)USD Europe Large-Cap Value Equity No No 1.31
FTGF Western Asset Asian Opportunities Fund Class A US$ Distributing (M) Asia Bond - Local Currency No 1.41
Franklin U.S. Opportunities Fund Z(acc)USD US Large-Cap Growth Equity No Yes 1.20
JPMorgan Funds - Emerging Markets Local Currency Debt Fund C (acc) - USD Global Emerging Markets Bond - Local Currency No 0.70
Eurizon Fund - Equity World Smart Volatility Class Unit R2 USD Accumulation Global Large-Cap Blend Equity No No 1.74
Nomura Brazil Fund Brazil Equity No No 2.12
UPAMC Chindia Other Equity No 2.17
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